Westside Investment Management, Inc.
Position in FIVE — Five Below, Inc
CIK 1538383
SANTA MONICA, CA
Position in FIVE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,170
-$6,817 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#501
of 604 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Westside Investment Management, Inc. holds $202,557 across 8 Specialty Retail names. FIVE ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
58 | $46,097 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
100 | $45,098 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
152 | $34,475 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
839 | $26,520 | |
| 5 | FIVE |
Five Below, Inc
This page
|
140 | $25,170 | |
| 6 | WSM |
Williams Sonoma Inc
|
84 | $19,580 | |
| 7 | WOOF |
Petco Health & Wellness Company, Inc.
|
2,000 | $5,440 | |
| 8 | CHPT |
ChargePoint Holdings, Inc.
|
30 | $177 |
All Filings in FIVE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,170 | 140 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $31,987 | 140 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,370 | 140 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $21,658 | 140 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||